委內瑞拉臨時總統羅德里格斯：計劃進行聯合國訪問；預計將舉行高級別會議。

National Bureau of Statistics: Unsold area of newly built commodity housing was 753.49 million sq m at end-August, down 1.1% YoY; unsold area within three years was 548.19 million sq m, down 4.2% YoY.

Markets overwhelmingly expect the Bank of Japan to raise rates by 25bps this week; that would be the quickest increase in the current tightening cycle and is largely priced in. Markets had already factored in a Fed decision that could mark the first policy tightening in more than three years. A surge in energy prices, yen volatility, rising bond yields and implicit US policy pressure have traders scrutinizing BoJ tone and guidance for signs of accelerated tightening versus a gradual approach. Traders view BoJ officials’ remarks and comments from Bessent as effectively locking in a September outcome, and some see a non-negligible chance of a larger-than-usual hike. Insiders say Japan’s underlying inflation is close to 2%, increasing policymakers’ urgency to rein in price pressures compared with baseline trends.